We are live on ! Find out more
GWM

Gibbs Wealth Management Portfolio holdings

AUM $762M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
-0.96%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$762M
AUM Growth
+$349M
Cap. Flow
+$386M
Cap. Flow %
50.63%
Top 10 Hldgs %
29%
Holding
456
New
132
Increased
261
Reduced
39
Closed
23

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$23.5M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.8M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.3M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.1M

Top Sells

1
ADBE icon
Adobe
ADBE
+$1.06M
2
INTU icon
Intuit
INTU
+$807K
3
PAYC icon
Paycom
PAYC
+$612K
4
GWRE icon
Guidewire Software
GWRE
+$587K
5
P
Everpure Inc
P
+$554K

Sector Composition

1 Technology 15.59%
2 Healthcare 7.66%
3 Industrials 7.65%
4 Financials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIVN icon
151
LivaNova
LIVN
$4.49B
$1.03M 0.13%
+16,137
New +$1.04M
CSGP icon
152
CoStar Group
CSGP
$12.4B
$1.03M 0.13%
25,414
+15,219
+149% +$792K
EXPD icon
153
Expeditors International
EXPD
$23.8B
$1.01M 0.13%
7,030
+5,253
+296% +$798K
SKY icon
154
Champion Homes
SKY
$4.72B
$1M 0.13%
13,498
+5,441
+68% +$469K
MET icon
155
MetLife
MET
$60.3B
$998K 0.13%
14,115
+7,047
+100% +$528K
NVT icon
156
nVent Electric
NVT
$24.8B
$993K 0.13%
8,391
+5,627
+204% +$639K
ENB icon
157
Enbridge
ENB
$123B
$984K 0.13%
18,176
-640
-3% -$32.6K
ACN icon
158
Accenture
ACN
$88.5B
$981K 0.13%
4,949
-476
-9% -$111K
CNC icon
159
Centene
CNC
$31.5B
$978K 0.13%
29,881
+15,441
+107% +$633K
COO icon
160
Cooper Companies
COO
$14.3B
$975K 0.13%
13,632
+4,738
+53% +$375K
KEX icon
161
Kirby Corp
KEX
$7.67B
$974K 0.13%
7,331
+2,864
+64% +$363K
CALX icon
162
Calix
CALX
$2.46B
$957K 0.13%
19,542
+7,781
+66% +$408K
ROST icon
163
Ross Stores
ROST
$74.7B
$952K 0.13%
4,395
+854
+24% +$170K
TSM icon
164
TSMC
TSM
$2.13T
$943K 0.12%
2,791
+1,743
+166% +$600K
CARG icon
165
CarGurus
CARG
$3.25B
$943K 0.12%
27,694
+10,780
+64% +$353K
PLTR icon
166
Palantir
PLTR
$322B
$933K 0.12%
6,378
+1,606
+34% +$246K
TGTX icon
167
TG Therapeutics
TGTX
$8.41B
$931K 0.12%
28,018
+12,032
+75% +$359K
GILD icon
168
Gilead Sciences
GILD
$169B
$924K 0.12%
6,629
+2,421
+58% +$339K
CME icon
169
CME Group
CME
$89B
$923K 0.12%
3,125
+1,482
+90% +$440K
TILE icon
170
Interface
TILE
$1.97B
$916K 0.12%
36,762
+14,133
+62% +$423K
AMD icon
171
Advanced Micro Devices
AMD
$817B
$905K 0.12%
4,451
+1,186
+36% +$253K
BCPC
172
Balchem Corp
BCPC
$5.34B
$891K 0.12%
5,255
+2,031
+63% +$345K
LRCX icon
173
Lam Research
LRCX
$401B
$884K 0.12%
+4,139
New +$925K
VUG icon
174
Vanguard Growth ETF
VUG
$224B
$873K 0.11%
11,988
+8,976
+298% +$698K
AUB icon
175
Atlantic Union Bankshares
AUB
$6.19B
$867K 0.11%
24,267
+9,484
+64% +$357K
5 6
7
8 9

Similar funds

FTF
Freedom Together Foundation New York $762M AUM 15.13% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $763M AUM 30.51% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return